[隆众聚焦]：检修落地电石价格持续下行-我的钢铁网

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alt="a7c7f2cad78d9cd0c43847fa582aa64.png"/></p><p>需求端的下降，成为影响市场的关键，进入四月后，电石下游PVC的春检陆续落地，区域性的需求下降，导致下游待卸车累计，生产企业出货承压，为促进出货，电石出厂价格陆续下滑，且成交灵活。但春检只是刚刚开始，随着电石法PVC检修计划的陆续推出，市场看空心态加重。<br/></p><table width="100%" width="289"><colgroup><col width="72" style="width:54.00pt;" span="2"/><col width="72" style="width:54.00pt;"/><col width="98" style="width:73.50pt;"/><col width="72" style="width:54.00pt;"/></colgroup><tbody><tr style="height:14.25pt;" class="firstRow"><td class="et2" width="54" style=""><span class="font1">企业名称</span></td><td class="et2" width="54" style=""><span class="font1">产能</span></td><td class="et2" width="54" style=""><span class="font1">装置变动</span></td><td class="et2" width="73" style=""><span class="font1">起始时间</span></td><td class="et2" width="54" style=""><span class="font1">恢复计划</span></td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">泰山盐化</span></td><td class="et3">10</td><td class="et4" width="54" style=""><span class="font2">停车</span></td><td class="et5" width="73" style="">2022年9月29日</td><td class="et4" width="54" style=""><span class="font2">待定</span></td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">衡阳建滔</span></td><td class="et3">22</td><td class="et4" width="54" style=""><span class="font2">停车</span></td><td class="et5" width="73" style="">2023年3月1日</td><td class="et4" width="54" style=""><span class="font2">待定</span></td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">山东东岳</span></td><td class="et3">13</td><td class="et4" width="54" style=""><span class="font2">停车</span></td><td class="et5" width="73" style="">2023年3月25日</td><td class="et4" width="54" style=""><span class="font2">待定</span></td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">乌海化工</span></td><td class="et3">40</td><td class="et4" width="54" style=""><span class="font2">检修</span></td><td class="et5" width="73" style="">2023年7月23日</td><td class="et4" width="54" style=""><span class="font2">待定</span></td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">甘肃新融</span></td><td class="et3">20</td><td class="et4" width="54" style=""><span class="font2">临时检修</span></td><td class="et5" width="73" style="">2023年7月12日</td><td class="et4" width="54" style=""><span class="font2">待定</span></td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">福建万华</span></td><td class="et3">40</td><td class="et4" width="54" style=""><span class="font2">常规检修</span></td><td class="et5" width="73" style="">2024年3月4日</td><td class="et5" width="54" style="">2024年4月12日</td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">广州东曹</span></td><td class="et3">22</td><td class="et4" width="54" style=""><span class="font2">常规检修</span></td><td class="et5" width="73" style="">2024年3月7日</td><td class="et5" width="54" style="">2024年4月6日</td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">新疆宜化</span></td><td class="et3">30</td><td class="et4" width="54" style=""><span class="font2">检修</span></td><td class="et5" width="73" style="">2024年4月1日</td><td class="et5" width="54" style="">2024年4月16日</td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">渤化发展</span></td><td class="et3">80</td><td class="et4" width="54" style=""><span class="font2">装置轮休一个月</span></td><td class="et5" width="73" style="">2024年4月6日</td><td class="et5" width="54" style="">2024年4月26日</td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">济源方升</span></td><td class="et3">5</td><td class="et4" width="54" style=""><span class="font2">检修</span></td><td class="et5" width="73" style="">2024年4月7日</td><td class="et5" width="54" style="">2024年4月17日</td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">昊华宇航</span></td><td class="et3">40</td><td class="et4" width="54" style=""><span class="font2">轮休</span></td><td class="et5" width="73" style="">2024年4月7日</td><td class="et5" width="54" style="">2024年4月21日</td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">青海海纳</span></td><td class="et3">20</td><td class="et4" width="54" style=""><span class="font2">检修15-20天</span></td><td class="et5" width="73" style="">2024年4月7日</td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">青海元品</span></td><td class="et3">24</td><td class="et4" width="54" style=""><span class="font2">检修15-20天</span></td><td class="et5" width="73" style="">2024年4月7日</td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">宜宾天原</span></td><td class="et3">40</td><td class="et4" width="54" style=""><span class="font2">检修</span></td><td class="et5" width="73" style="">2024年4月10日</td><td class="et5" width="54" style="">2024年4月17日</td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">安徽华塑</span></td><td class="et3">62</td><td class="et4" width="54" style=""><span class="font2">检修</span></td><td class="et5" width="73" style="">2024年4月10日</td><td class="et5" width="54" style="">2024年4月25日</td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">青岛海湾</span></td><td class="et3">40</td><td class="et4" width="54" style=""><span class="font2">检修</span></td><td class="et5" width="73" style="">2024年4月8日</td><td class="et5" width="54" style="">2024年4月13日</td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">新疆中泰</span></td><td class="et3">30</td><td class="et4" width="54" style=""><span class="font2">圣雄厂区部分检修</span></td><td class="et5" width="73" style="">2024年4月15日</td><td class="et5" width="54" style="">2024年4月24日</td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">陕西北元</span></td><td class="et3">25</td><td class="et4" width="54" style=""><span class="font2">八型线检修</span></td><td class="et5" width="73" style="">2024年4月15日</td><td class="et5" width="54" style="">2024年4月17日</td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">云南能投</span></td><td class="et3">12</td><td class="et4" width="54" style=""><span class="font2">文山厂区检修</span></td><td class="et5" width="73" style="">2024年4月23日</td><td class="et5" width="54" style="">2024年4月29日</td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">鄂尔多斯</span></td><td class="et3">40</td><td class="et4" width="54" style=""><span class="font2">计划5月检修</span></td><td class="et5" width="73" style="">2024年5月3日</td><td class="et5" width="54" style="">2024年5月18日</td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">阳煤恒通</span></td><td class="et3">30</td><td class="et4" width="54" style=""><span class="font2">常规检修，5月中旬</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">湖北宜化</span></td><td class="et3">12</td><td class="et4" width="54" style=""><span class="font2">5月部分装置检修一周</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">唐山三友</span></td><td class="et3">40</td><td class="et4" width="54" style=""><span class="font2">5月中下旬检修10天</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">陕西金泰</span></td><td class="et3">30</td><td class="et4" width="54" style=""><span class="font2">5月装置检修2个月</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">黑龙江昊华</span></td><td class="et3">25</td><td class="et4" width="54" style=""><span class="font2">5月中下旬检修10天</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">青岛海湾</span></td><td class="et3">40</td><td class="et4" width="54" style=""><span class="font2">5月部分装置检修</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:57.00pt;"><td class="et3" style=""><span class="font2">上海氯碱</span></td><td class="et3">6</td><td class="et4" width="54" style=""><span class="font2">计划5月20日检修三周，氯乙烯一个月</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">山东鲁泰</span></td><td class="et3">37</td><td class="et4" width="54" style=""><span class="font2">计划5月底检修一周</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">苏州华苏</span></td><td class="et3">13</td><td class="et4" width="54" style=""><span class="font2">计划5月中旬检修2周</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">山西霍家沟</span></td><td class="et3">10</td><td class="et4" width="54" style=""><span class="font2">计划5月检修</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">航锦</span></td><td class="et3">4</td><td class="et4" width="54" style=""><span class="font2">计划5月底检修</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">沧州聚隆</span></td><td class="et3">12</td><td class="et4" width="54" style=""><span class="font2">计划5月检修</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">山西榆社</span></td><td class="et3">40</td><td class="et4" width="54" style=""><span class="font2">计划5月检修</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">中盐内蒙古</span></td><td class="et3">40</td><td class="et4" width="54" style=""><span class="font2">计划7-8月检修</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:28.50pt;"><td class="et3" style=""><span class="font2">君正</span></td><td class="et3">70</td><td class="et4" width="54" style=""><span class="font2">计划7-8月检修</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">德州实华</span></td><td class="et3">60</td><td class="et4" width="54" style=""><span class="font2">计划8月检修</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:14.25pt;"><td class="et3" style=""><span class="font2">鄂尔多斯</span></td><td class="et3">40</td><td class="et4" width="54" style=""><span class="font2">计划8月检修</span></td><td class="et4" width="73" style=""><br/></td><td class="et4" width="54" style=""><br/></td></tr><tr style="height:29.25pt;"><td class="et6" style=""><span class="font2">新中贾</span></td><td class="et6">40</td><td class="et7" width="54" style=""><span class="font2">计划三季度检修</span></td><td class="et7" width="73" style=""><br/></td><td class="et7" width="54" style=""><br/></td></tr></tbody></table><p><span style=";font-family: 宋体, SimSun;font-size: 16px">隆众资讯按照目前乌海地区出厂报价</span><span style=";font-family: 宋体, SimSun;font-size: 16px">2600元</span><span style=";font-family: 宋体, SimSun;font-size: 16px">/吨核算，本周边际企业利润</span><span style=";font-family: 宋体, SimSun;font-size: 16px">-246元</span><span style=";font-family: 宋体, SimSun;font-size: 16px">/吨，利润的亏损受限源于出厂价格的不断下调。其次成本端却出现走高，原料<a href='https://m.mysteel.com/market/p-968-----050103-0--------1.html' target='_blank' style='color:#3861ab'>兰炭</a>出现触底反弹，神木中料出厂价格上调20元/吨，而白灰价格持续居高不下，据了解目前乌海地区白灰价格在360元/吨，成本端支撑坚挺。电石出厂价格依旧有持续下行之势，且随着部分企业库存压力的增加，电石生产企业看跌心态持续。</span></p><p style="text-align: center;"><span style=";font-family: 宋体, SimSun;font-size: 16px"><img src="//img05.mysteelcdn.com/wz/uploaded/steel/2024/07/27/1226312.png" title="image.png" alt="image.png"/></span></p><p><font face="宋体, SimSun">进入四月下游产品整体出现下行之势，各行业在成本压力下开工不稳定性增加，预计随着企业亏损的增强，电石供应端陆续出现下行，部分企业在成本或库存压力下，陆续出现停产或者降负荷的情况。</font></p>  <br /> </div> </div> </article> <article class="content-block m-copyRight"> 资讯编辑：张仲英 0533-7026517 </br> 资讯监督：李燕 0533-7026560 </br> 资讯投诉：李倩 0533-7026993 </br> </article> <article class="content-block m-copyRight h-statement"> <p class="h-statement-text">免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。申请授权及投诉，请联系Mysteel（021-26093397）处理。</p> <span class='h-statement-show'>展开</span> </article> <div class="content-block-title s-title"> <h2 style="display: inline-block;"> <a href="https://m.mysteel.com/article/p-11344-------------1.html" external>相关文章</a> </h2> <a href="https://m.mysteel.com/article/p-11344-------------1.html" external class="more"> 查看更多<i class="arrow"></i> </a> </div> <div class="list-block recommend-list"> <ul> <li class="item"> <div class="news-title"> <a data-url="m.mysteel.com" href="//nenghua.m.mysteel.com/a/24072520/163021C26D0BF95B_abc.html" external> [隆众聚焦]：顶压前行：依靠降负促电石回暖，涨后供需再控节奏 </a> </div> <div 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